-80.6%
NKTR vs VT
+215.5%
-296.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.8% | +2.7% |
| 7D | -4.1% | -2.3% | -1.8% | -0.7% |
| 30D | -7.5% | -5.0% | -2.5% | -0.2% |
| 3M | -49.3% | -4.9% | -44.4% | -45.5% |
| 6M | -56.2% | -1.5% | -54.7% | -55.4% |
| YTD | -11.9% | +8.5% | -20.4% | -22.6% |
| 1Y | -32.4% | +11.4% | -43.8% | -42.8% |
| 3Y | +368.7% | +70.1% | +298.6% | +137.9% |
| 5Y | -81.5% | +53.7% | -135.3% | -88.9% |
| All | -80.6% | +215.5% | -296.1% | -93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling